Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHV)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-355- 1.75% |
$9.8K - $10.3K
|
19.9K
$577K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
81+ 0.59% |
$2.24K - $2.36K
|
13.7K
$398K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
5.76K+ 49.37% |
$159K - $168K
|
17.4K
$505K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
31+ 0.4% |
$856 - $904
|
7.77K
$225K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-98- 0.29% |
$2.71K - $2.86K
|
34K
$987K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.9K- 3.48% |
$108K - $114K
|
108K
$3.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.26K- 3.9% |
$34.8K - $36.7K
|
31K
$898K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.59KNew |
$210K - $221K
|
7.59K
$220K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.34K+ 9.39% |
$120K - $126K
|
50.5K
$1.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
10.1K+ 4.9% |
$279K - $294K
|
216K
$6.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
143+ 3.43% |
$3.95K - $4.17K
|
4.31K
$125K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
4.63K+ 7.46% |
$128K - $135K
|
66.7K
$1.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.36K- 13.32% |
$148K - $156K
|
34.9K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-5.78K- 32.94% |
$160K - $168K
|
11.8K
$341K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-477KClosed |
$13.2M - $13.9M
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-460- 1.07% |
$12.7K - $13.4K
|
42.7K
$1.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
155+ 0.34% |
$4.28K - $4.52K
|
45.8K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-369- 4.9% |
$10.2K - $10.8K
|
7.16K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.2K- 11.45% |
$60.7K - $64.1K
|
17K
$493K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-17.8K- 2.72% |
$490K - $518K
|
635K
$18.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.69K- 12.36% |
$74.4K - $78.5K
|
19.1K
$554K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.61K+ 10.35% |
$72.1K - $76.1K
|
27.8K
$807K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-217K- 10.3% |
$5.99M - $6.32M
|
1.89M
$54.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.9K+ 27.03% |
$604K - $638K
|
103K
$2.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.05% |
$27.6 - $29.2
|
1.83K
$53K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.67K+ 1.0% |
$184K - $194K
|
676K
$19.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
9.77K+ 5.07% |
$270K - $285K
|
203K
$5.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.02K+ 2.83% |
$28.2K - $29.8K
|
37K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.91K+ 1.57% |
$136K - $143K
|
317K
$9.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
15.5KNew |
$428K - $452K
|
15.5K
$449K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.57K+ 4.34% |
$154K - $162K
|
134K
$3.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-729- 1.15% |
$20.1K - $21.3K
|
62.4K
$1.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-75- 0.24% |
$2.07K - $2.19K
|
31.4K
$910K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
17.2K+ 4.38% |
$476K - $502K
|
411K
$11.9M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
17+ 0.22% |
$469 - $496
|
7.86K
$228K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
7.65K+ 5.19% |
$211K - $223K
|
155K
$4.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-4.48K- 5.94% |
$124K - $131K
|
71K
$2.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-74- 3.55% |
$2.04K - $2.16K
|
2.01K
$58.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.53K+ 1.27% |
$42.3K - $44.7K
|
122K
$3.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
15+ 0.15% |
$414 - $437
|
10K
$291K
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-675- 5.43% |
$18.6K - $19.7K
|
11.8K
$341K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.46KNew |
$206K - $217K
|
7.46K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.2K- 3.68% |
$586K - $619K
|
555K
$16.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
109+ 0.05% |
$3.01K - $3.18K
|
217K
$6.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16KNew |
$442K - $466K
|
16K
$464K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.67K- 3.66% |
$46K - $48.6K
|
43.9K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 1.93% |
$31K - $32.7K
|
59.3K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.91K- 17.19% |
$80.3K - $84.8K
|
14K
$406K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.93KNew |
$219K - $231K
|
7.93K
$230K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-183- 0.61% |
$5.05K - $5.33K
|
29.8K
$864K
|
|